LWAM
Legacy Wealth Asset Management’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
2,431
+37
| +2% | +$18K | 0.3% | 85 |
|
|
2025
Q1 | $1.47M | Sell |
2,394
-52
| -2% | -$32K | 0.41% | 70 |
|
|
2024
Q4 | $1.3M | Sell |
2,446
-112
| -4% | -$59.3K | 0.35% | 72 |
|
|
2024
Q3 | $1.54M | Hold |
2,558
| – | – | 0.41% | 66 |
|
|
2024
Q2 | $1.39M | Buy |
2,558
+274
| +12% | +$149K | 0.39% | 69 |
|
|
2024
Q1 | $1.47M | Buy |
2,284
+9
| +0.4% | +$5.78K | 0.41% | 61 |
|
|
2023
Q4 | $1.33M | Buy |
2,275
+21
| +0.9% | +$12.3K | 0.44% | 66 |
|
|
2023
Q3 | $1.17M | Buy |
2,254
+273
| +14% | +$142K | 0.43% | 68 |
|
|
2023
Q2 | $1.07M | Sell |
1,981
-51
| -3% | -$27.6K | 0.37% | 74 |
|
|
2023
Q1 | $1.09M | Buy |
2,032
+235
| +13% | +$126K | 0.39% | 72 |
|
|
2022
Q4 | $917K | Buy |
1,797
+298
| +20% | +$152K | 0.35% | 88 |
|
|
2022
Q3 | $654K | Sell |
1,499
-26
| -2% | -$11.3K | 0.29% | 122 |
|
|
2022
Q2 | $716K | Buy |
1,525
+18
| +1% | +$8.45K | 0.29% | 135 |
|
|
2022
Q1 | $763K | Buy |
1,507
+101
| +7% | +$51.1K | 0.27% | 144 |
|
|
2021
Q4 | $744K | Buy |
1,406
+224
| +19% | +$119K | 0.25% | 151 |
|
|
2021
Q3 | $550K | Sell |
1,182
-2
| -0.2% | -$931 | 0.25% | 156 |
|
|
2021
Q2 | $562K | Sell |
1,184
-18
| -1% | -$8.54K | 0.25% | 149 |
|
|
2021
Q1 | $553K | Buy |
1,202
+55
| +5% | +$25.3K | 0.26% | 161 |
|
|
2020
Q4 | $611K | Buy |
+1,147
| New | +$611K | 0.31% | 136 |
|